DAF – Bill and Anna

Meet Bill and Anna – empty nesters who are not quite ready to retire. 

With two children off the payroll and stable careers, Bill and Anna have started thinking about how they’ll make an impact through philanthropy into retirement. They want to continue to live comfortably and continue making donations to the nonprofits they love but recognize that their income will be reduced once they stop working. With a goal of retiring in 10 years, Bill and Anna open a donor-advised fund through CCF and start investing funds that they can use to continue their giving well into retirement.